3 Dimensional Wealth Advisory is a financial services firm based in Locust Valley, New York, dedicated to helping individuals and families build, preserve, and transfer wealth across generations. The firm takes a personalized approach to comprehensive wealth planning, integrating financial, estate, and legacy strategies. Its core philosophy emphasizes a three-dimensional view of wealth—financial capital, social capital, and human capital—enabling clients to align their financial decisions with personal values and long-term family goals.

The firm offers fee-based financial planning and investment consulting services, as well as advisory support for retirement, insurance, and estate planning. 3 Dimensional Wealth Advisory serves a diverse client base, including high-net-worth individuals and business owners, with customized strategies that adapt to evolving financial conditions. The team is committed to maintaining long-term relationships grounded in trust and education.

They also place a strong emphasis on intergenerational wealth education, helping clients pass on financial knowledge and values alongside assets. As an independent advisory firm, 3 Dimensional Wealth Advisory prioritizes client-centered advice over product-driven solutions.

Website: http://www.3dwealthadvisory.com/

Key Services:

– Comprehensive financial planning
– Investment consulting and portfolio management
– Retirement and income planning
– Estate planning coordination
– Insurance and risk management strategies
– Intergenerational wealth transfer planning
– Philanthropic and legacy advisory services